the research consultancy for energy technologies
This data-file contains our numbers and analysis into the energy economics of phase change materials: an emerging class of materials, which can store and release heat by changing from solid…
…transition, as the lowest-cost technologies can compete. Pages 12-13 quantify the importance of economics. CO2 prices can work, as shown on page 13-14. We model that a CO2 price of…
…contains 560GW of gas-fired power plants, across 1,850 active facilities, supplying 40% of all US electricity, per our US gas and power model. Underlying data on each facility are available…
…electric vehicles and wind/solar disrupt core oil and gas markets. The full database underlying our analysis is available for download here. Our long term oil demand model is linked here….
…power plants installed to-date in the United States, which generated over 2 TWH pa of electricity in 2022, and can be compared with our 13,000 TWH US energy model here….
A dozen challenges for floating offshore wind projects are ranked in this 4-page note, by reviewing 50 recent patents across the industry. We model these challenges are likely to double…
…only achieve limited decarbonization on our models. Our 14-page note outlines these ideas and backs them up with data, to help you understand the policy landscape we are entering. https://thundersaidenergy.com/2020/08/28/the-great-leveler-why-co2-prices-are-crucial/…
…of SOFCs could eventually become very exciting for low-carbon heat and power (model here). But our conclusion from the latest patents is that the technology is not yet on the…
This data-file models whether there will be sufficient materials to build EV batteries. Specifically, will there be enough nickel, manganese and cobalt to build the batteries behind the vast rise of…
…and the drying unit requires one-third of the labor force. Finally, there are fuel savings, likely around $1/ton. After modelling the economics below, our base case estimate is that a…